Trust Accounts

Invest your trust Full visibility, total control.

Create multiple goals, automate cash transfers for beneficiaries on a custom schedule, and manage different trust accounts with a single login.

The Betterment web application showing multiple trust accounts.

Save and earn interest on your trust accounts with Cash Reserve.

Grow your trust account savings with a high-yield cash account that earns 4.00% (variable) on every dollar. That's 11x the national average. And best of all, you can rest easy knowing your money is FDIC insured with our program banks.

Simple signup.

Setting up a trust account with Betterment is quick and can be done entirely online.
Smart cash flow management.

Deposits and reinvested dividends are used to automatically rebalance your portfolio, which can help minimize taxes.
Diversified investment strategies.

Choose to invest your trust in any of our risk-adjusted, globally diversified portfolios comprised of low-cost ETFs.
Track your returns.

Use performance graphing and visualization tools to understand the long-term potential returns of your trust account across all your beneficiaries.
Clear statements.

Track your account activity, quarterly statements, and annual tax forms online, all in one easy-to-use dashboard.
Full visibility, full transparency.

Betterment provides all the tools you need to maintain portfolio visibility, as well as our methodology for choosing each of the ETFs held in your portfolio.

Looking for a better way to manage a trust?

Invest your trust Full visibility, total control.

Save and earn interest on your trust accounts with Cash Reserve.

Simple signup.

Smart cash flow management.

Diversified investment strategies.

Track your returns.

Clear statements.

Full visibility, full transparency.

Manage your trust with Betterment.